Smart Segmentation Guide

Segmentation is the foundation of effective Customer Success. Segments divide your base into groups of customers and users with similar characteristics and needs, empowering you to provide programs, services, and prioritization that are tailored to each group. A thoughtful and thorough approach to segmentation is the key to each group. A thoughtful and thorough approach to segmentation is the key to effectively improving adoption, minimizing churn, and maximizing expansion.

To put your most strategic foot forward, use this guide to drive your team's conversations about your segmentation strategy.

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